Christopher Zook of Caz Investments says he's thankful markets are reevaluating valuations in AI stocks, even as he's bullish in the trade. The retreat in Treasury yields is a reassurance of his thesis. He gauges how the volatile AI trade and yield moves impacts the Fed's interest rate decision as it readies for its decision Wednesday. Christopher adds that "this is the best opportunity I've seen in my lifetime" for the energy sector due to the exceptional demand and lack of supply AI is creating for the industry. His stock picks include Oklo Inc. (OKLO) and SpaceX (SPCX).
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